alt Hacker NewsI have been saying the same for while. Someone always says "but Anthropic is making money on their API" or "But it's inference will get cheaper". But I don't believe it. first all the investments have to payed off at some point and second of all there are other things that cost money. I don't believe that any of them have a positive balance sheet.
I also don't think that blitz scaling will work like with Uber. The engineers are still there. We can work without the LLM tools.
If by "investments will pay off" you mean major profits, that's never going to happen as long as scaling laws hold. All revenue will just go to financing more compute, and either we hit AGI or have the greatest economic collapse in modern history.
The world will look drastically different 5 years from now; for the better or worse, so save every penny (especially if you work in tech).